Security & Compliance at Financial Software Solutions

January 2026

At Financial Software Solutions, LLC, the security and privacy of your data are our highest priorities. We are committed to maintaining enterprise-grade security practices to protect the information you entrust to us.

Compliance & Audit Status

We believe in continuous verification. Our control environment is regularly evaluated by independent third-party auditors.

  • SOC 1 Type II Certified: Financial Software Solutions, LLC successfully maintains a SOC 1 Type II compliance report, demonstrating our long-standing commitment to operational excellence, financial controls, and data integrity.
  • SOC 2 Type II (In Progress): We have actively kicked off our formal SOC 2 Type II audit process to expand our compliance framework against the AICPA Trust Services Criteria (Security, Availability, and Confidentiality).
  • Target Completion: Q1, 2027

Our Security Posture

Our security program is designed and evaluated against rigorous industry frameworks to protect our financial software environment, covering the following key areas:

  • Security & Access Control: We enforce strict, role-based access control and require strong multi-factor authentication (MFA) across all production and internal systems.

  • Data Protection: All customer data is encrypted in transit and at rest using industry-standard protocols.

  • Vulnerability & Incident Management: We maintain a formal incident response plan and conduct continuous vulnerability scanning of our environment. Third-Party

  • Risk Management: We vet our cloud and service providers carefully to ensure they meet our high data protection standards.

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